13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001731372
申報總市值
US$6.0億
US$6.0億
217 檔
9.5%
Q4 2024 季度申報顯示，Kendall Capital Management 揭露的美股組合總市值為 US$6.0億，涵蓋 217 個不同之權益投資部位。
Kendall Capital Management 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 21 個全新部位及加碼 63 檔持股的同時，亦同步清倉 14 檔並減碼 99 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 SMMD, AVGO, VUG）占據了總市值的 9.5%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 217 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 5.83% | -4.43% | +64.91% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 3.93% | +0.04% | -9.11% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 2.42% | +0.03% | +9.34% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.34% | -0.04% | +1.26% | |
| 5 | OMC | Omnicom Group | 股票-通訊服務 | 2.11% | -0.04% | +1.66% | |
| 6 | AVT | Avnet Inc | 股票-科技 | 2.04% | +0.48% | +4.88% | |
| 7 | VSEC | Vse CORP | 股票-工業 | 1.97% | -0.10% | -21.19% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.74% | -0.09% | -0.25% | |
| 9 | VCTR | Victory Capital Holding - A | 股票-其他 | 1.70% | +0.03% | -4.69% | |
| 10 | DELL | Dell Technologies -c | 股票-科技 | 1.65% | +2.18% | +19.04% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.64% | -0.06% | +3.17% | |
| 12 | EQH | Equitable Holdings Inc | 股票-金融 | 1.57% | -0.05% | -1.21% | |
| 13 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.57% | -0.07% | -5.94% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.55% | -0.10% | — | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.51% | +0.13% | +2.18% | |
| 16 | CDW | Cdw Corp/de | 股票-科技 | 1.45% | -0.07% | +12.15% | |
| 17 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 1.35% | -0.39% | +148.09% | |
| 18 | HPE | Hewlett Packard Enterprise | 股票-科技 | 1.29% | +0.53% | +5.73% | |
| 19 | JXN | Jackson Financial Inc-a | 股票-金融 | 1.26% | -0.19% | -2.24% | |
| 20 | KLAC | Kla CORP | 股票-科技 | 1.24% | +0.95% | -2.63% | |
| 21 | COR | Cencora Inc | 股票-醫療保健 | 1.20% | -0.30% | +5.08% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.19% | -0.03% | +2.53% | |
| 23 | HPQ | Hp Inc | 股票-科技 | 1.10% | +0.01% | +7.39% | |
| 24 | IT | Gartner Inc | 股票-科技 | 1.05% | -0.10% | +39.95% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.03% | +0.03% | +12.02% | |
| 26 | CLS | Celestica Inc | 股票-科技 | 1.03% | -0.05% | -12.79% | |
| 27 | CALM | Cal-maine Foods Inc | 股票-非循環性消費 | 1.01% | -0.08% | -4.56% | |
| 28 | WLY | Wiley (john) & Sons-class A | 股票-其他 | 0.99% | +0.13% | +16.23% | |
| 29 | MA | Mastercard Inc - A | 股票-金融 | 0.97% | -0.06% | -0.14% | |
| 30 | CMRE | Costamare Inc. | 股票-其他 | 0.91% | -0.23% | +0.57% | |
| 31 | UNM | Unum Group | 股票-金融 | 0.91% | -0.03% | -2.53% | |
| 32 | FISV | Fiserv Inc | 股票-其他 | 0.91% | -0.08% | -0.50% | |
| 33 | TDTF | Flexshares Iboxx 5-year Targ | ETF-其他 | 0.88% | -0.04% | -3.13% | |
| 34 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.84% | — | -1.13% | |
| 35 | VTRS | Viatris Inc | 股票-醫療保健 | 0.82% | — | +7.65% | |
| 36 | HRB | H&r Block Inc | 股票-循環性消費 | 0.81% | -0.09% | +15.35% | |
| 37 | FHI | Federated Hermes Inc | 股票-金融 | 0.79% | — | +13.40% | |
| 38 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.79% | -0.11% | +6.69% | |
| 39 | R | Ryder System Inc | 股票-工業 | 0.78% | +0.01% | -3.96% | |
| 40 | CMI | Cummins Inc | 股票-工業 | 0.78% | +0.05% | -0.91% | |
| 41 | ARW | Arrow Electronics Inc | 股票-科技 | 0.77% | +0.15% | -0.04% | |
| 42 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 0.71% | -0.05% | +13.79% | |
| 43 | LRN | Stride Inc | 股票-非循環性消費 | 0.70% | -0.08% | +24.45% | |
| 44 | UTHR | United Therapeutics CORP | 股票-醫療保健 | 0.70% | -0.23% | +3.87% | |
| 45 | UPBD | Upbound Group Inc | 股票-其他 | 0.69% | -0.05% | +44.35% | |
| 46 | ✓ | Csg Systems International In | 股票-其他 | 0.69% | -0.91% | EXIT | |
| 47 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.59% | -0.10% | -4.46% | |
| 48 | URI | United Rentals Inc | 股票-工業 | 0.58% | +0.06% | -9.72% | |
| 49 | EXPE | Expedia Group Inc | 股票-循環性消費 | 0.58% | -0.06% | +32.45% | |
| 50 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.56% | -0.07% | -2.20% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SMMD | Ishares Russell 2500 ETF | +2.1% | +64.91% | 加碼 |
| 2 | JIRE | Jpmorgan Int Res Enh Eqty | +0.7% | +148.09% | 加碼 |
| 3 | AVGO | Broadcom Inc | +0.5% | -9.11% | 減碼 |
| 4 | NVDA | Nvidia CORP | +0.4% | +351.67% | 加碼 |
| 5 | CLS | Celestica Inc | +0.3% | -12.79% | 減碼 |
| 6 | DFSV | Dimensional US Small Cap Val | +0.3% | NEW | 新建倉 |
| 7 | AVUV | Avantis US Small Cap Value | +0.3% | NEW | 新建倉 |
| 8 | TNL | Travel + Leisure Co | +0.3% | NEW | 新建倉 |
| 9 | IWB | Ishares Russell 1000 ETF | +0.2% | +226.15% | 加碼 |
| 10 | VUG | Vanguard Growth ETF | +0.2% | +9.34% | 加碼 |
| 11 | IT | Gartner Inc | +0.2% | +39.95% | 加碼 |
| 12 | EXPE | Expedia Group Inc | +0.2% | +32.45% | 加碼 |
| 13 | LRN | Stride Inc | +0.2% | +24.45% | 加碼 |
| 14 | META | Meta Platforms Inc-class A | +0.2% | +73.28% | 加碼 |
| 15 | TNK | Teekay Tankers Ltd. | +0.2% | NEW | 新建倉 |
| 16 | CALM | Cal-maine Foods Inc | +0.2% | -4.56% | 減碼 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.2% | +12.02% | 加碼 |
| 18 | GEN | Gen Digital Inc | +0.2% | +97.52% | 加碼 |
| 19 | MUNI | Pimco Intermediate Municipal | +0.2% | NEW | 新建倉 |
| 20 | DELL | Dell Technologies -c | +0.2% | +19.04% | 加碼 |
| 21 | ALSN | Allison Transmission Holding | +0.2% | +87.01% | 加碼 |
| 22 | DLX | Deluxe CORP | +0.2% | +64.69% | 加碼 |
| 23 | UPBD | Upbound Group Inc | +0.1% | +44.35% | 加碼 |
| 24 | THC | Tenet Healthcare CORP | +0.1% | NEW | 新建倉 |
| 25 | FHI | Federated Hermes Inc | +0.1% | +13.40% | 加碼 |
| 26 | ✓ | Fidelis Insurance Hldgs Ltd | +0.1% | +128.27% | 加碼 |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | NEW | 新建倉 |
| 28 | ✓ | Null | +0.1% | NEW | 新建倉 |
| 29 | VCTR | Victory Capital Holding - A | +0.1% | -4.69% | 減碼 |
| 30 | UNM | Unum Group | +0.1% | -2.53% | 減碼 |
| 31 | AMZN | Amazon.com Inc | +0.1% | NEW | 新建倉 |
| 32 | IWL | Ishares Russell Top 200 ETF | +0.1% | NEW | 新建倉 |
| 33 | VEA | Vanguard Ftse Developed ETF | +0.1% | NEW | 新建倉 |
| 34 | QUAL | Ishares Msci USA Quality Fac | +0.1% | NEW | 新建倉 |
| 35 | IJR | Ishares Core S&p Small-cap E | +0.1% | NEW | 新建倉 |
| 36 | EQH | Equitable Holdings Inc | +0.1% | -1.21% | 減碼 |
| 37 | BMY | Bristol-myers Squibb Co | +0.1% | +6.69% | 加碼 |
| 38 | MCK | Mckesson CORP | +0.1% | +10.99% | 加碼 |
| 39 | TPR | Tapestry Inc | +0.1% | +1.78% | 加碼 |
| 40 | PRGS | Progress Software CORP | +0.1% | +37.50% | 加碼 |
| 41 | UAL | United Airlines Holdings Inc | +0.1% | +11.11% | 加碼 |
| 42 | SBGI | Sinclair Inc | +0.1% | NEW | 新建倉 |
| 43 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 44 | VTRS | Viatris Inc | +0.1% | +7.65% | 加碼 |
| 45 | FISV | Fiserv Inc | +0.1% | -0.50% | 減碼 |
| 46 | AZO | Autozone Inc | +0.1% | NEW | 新建倉 |
| 47 | GBX | Greenbrier Companies Inc | +0.1% | NEW | 新建倉 |
| 48 | UGI | Ugi CORP | +0.1% | +43.85% | 加碼 |
| 49 | TPL | Texas Pacific Land CORP | +0.1% | NEW | 新建倉 |
| 50 | IMCG | Ishares Morningstar Mid-cap | +0.1% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Kendall Capital Management 在 Q4 2024 季度的美股持倉總市值約為 US$6.0億，共申報了 217 個公開持股部位。
在 Q4 2024 季度，Kendall Capital Management 按市值排列的前三大核心持股分別為：SMMD (5.8%)、AVGO (3.9%)、VUG (2.4%)。其中最大持股部位 SMMD 佔據整體投資組合約 5.8% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
DFSV
市值: US$98.5萬
本季最大獲利了結 / 清倉標的
TNK
前期市值: US$101.3萬
在 Q4 2024 季度中，Kendall Capital Management 共進行了 197 項持倉異動，包含新建倉 21 個部位、加碼 63 個部位、減碼 99 個部位以及清倉 14 個部位。 其中最大新建倉標的為 DFSV。 本季清倉部位包含 TNK。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。